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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,961 | $91,537+10.3% | $130,045-22.4% | $75,173+34.3% |
| Participation rate | 65.0% | 71.5%-6.5pp | 78.5%-13.5pp | 67.2%-2.2pp |
| Annual return | 15.44% | -631.55%+647.0pp | -137.30%+152.7pp | 160.72%-145.3pp |
| Employer contribution / active EE | $2,231 | $2,845-21.6% | $4,321-48.4% | $2,671-16.5% |
| Participant deferral / active EE | $4,165 | $4,343-4.1% | $5,820-28.4% | $4,126+0.9% |
| Admin fee / account holder | $6,280 | $6,780-7.4% | $10,600-40.8% | $5,651+11.1% |